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Photonics & Optical Interconnect

Photonics moves data as light rather than as electricity, which is the only practical way to carry the traffic between racks in a large AI cluster. Optical transceivers and co-packaged optics have become a bottleneck of their own.

20 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
201
Creative Planning
Creative Planning
Kansas
$4.9M +$1.78M 5 0.05% Increased
202
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$4.87M +$2.87M 4 0.24% Increased
203
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$4.83M -$1.12M 1 0.18% Reduced
204
NCM
Newland Capital Management
New York
$4.83M -$2.57M 2 5.43% Reduced
205
BA
Bard Associates
Illinois
$4.75M -$19.8K 1 2.28% Reduced
206
Jennison Associates
Jennison Associates
New York
$4.6M +$1.89M 2 0% Increased
207
CAM
Capstone Asset Management
Texas
$4.55M +$214K 3 0.13% Increased
208
HBK Investments
HBK Investments
Texas
$4.46M -$1.56M 3 0.04% Reduced
209
CCM
Cadence Capital Management
Massachusetts
$4.38M +$3.86M 2 0.27% New
210
Guggenheim Capital
Guggenheim Capital
Illinois
$4.37M -$273K 5 0.01% Reduced
211
JCP
Jabre Capital Partners
Switzerland
$4.17M +$2.31M 1 0.39% Increased
212
MFWM
Motley Fool Wealth Management
Virginia
$4.11M +$2.68M 2 0.85% Increased
213
Raymond James & Associates
Raymond James & Associates
Florida
$4.11M +$278K 2 0.02% Increased
214
BCM
Bodri Capital Management
California
$4.1M +$3.68M 1 2.2% New
215
Stifel Financial
Stifel Financial
Missouri
$4.03M +$886K 3 0.02% Increased
216
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$4.02M -$37.1K 1 0.49% Reduced
217
City National Bank
City National Bank
Delaware
$3.99M -$1.16M 1 0.03% Reduced
218
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
$3.9M +$2.89M 2 0.51% Increased
219
Palisade Capital Management
Palisade Capital Management
New Jersey
$3.9M -$2.53M 2 0.1% Reduced
220
DIA
Denver Investment Advisors
Colorado
$3.82M +$154K 1 0.13% Increased
221
SWM
Segment Wealth Management
Texas
$3.77M $0 1 1.26% Maintained
222
HighTower Advisors
HighTower Advisors
Illinois
$3.73M +$488K 2 0.06% Increased
223
CCM
Coe Capital Management
Illinois
$3.7M -$6.73M 4 1.49% Reduced
224
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.69M -$1.9M 2 0.03% Reduced
225
TPSF
Texas Permanent School Fund
Texas
$3.65M +$13K 3 0.04% Increased